Managing Forms

Forms allow standardized data collection for inspections, checklists, and procedures.

Understanding Forms

Creating a Form Template (Gateway)

1. Navigate to Logbook > Forms > Templates
2. Click Create Template
3. Enter:
   • Form Name: e.g., "Daily Pump Inspection"
   • Description: Purpose and instructions
   • Equipment Type: Which equipment uses this form
4. Add fields:

Field Types

Building the Form

1. Click Add Field
2. Select field type
3. Configure:
   • Label
   • Required (yes/no)
   • Help text
   • Validation rules
4. Drag to reorder fields
5. Save template

Example: Pump Inspection Form

Form: Daily Pump Inspection

[ ] Equipment is running (Checkbox)
Vibration Level: _______ mm/s (Number, required)
Bearing Temperature: _______ °C (Number, required)
Oil Level: ○ Low ○ Normal ○ High (Radio)
Abnormalities Observed: _________________ (Text Area)
[Take Photo] (Photo)
Inspector: _________________ (Signature)

Assigning Forms to Equipment

1. Open form template
2. Click Assign to Equipment
3. Select equipment items or types
4. Set schedule (optional):
   • Daily, Weekly, Monthly
   • Specific days/times
5. Save assignments

Reviewing Form Submissions

1. Navigate to Logbook > Forms > Submissions
2. Filter by:
   • Form template
   • Equipment
   • Date range
   • Submitter
3. View submission details
4. Export for reporting